Your Life. Our Concern.

Structures and Trusts | Stability and Flexibility

Consultation & Guidance

Our Services

We help attorneys and their clients develop a plan to most effectively manage their recovery. We utilize a combination of financial expertise and planning that is applied only to plaintiffs.

Structured Settlements

Structured settlements help clients manage their recovery in a way that ensures longevity and security.

Traditionally damages are recovered in a lump sum as a result of a verdict or settlement. Such a windfall can present innumerable unforeseen challenges for the client and their families.
Structured settlements are designed to help clients and their families bypass these challenges and provide the longevity and security for which they were intended.

Trusts

Trusts offer individuals and families exceptional levels of every day and long term financial, estate and tax planning.

Byrd Settlements Inc. has worked to establish relationships with local trust attorneys and negotiate reduced fees from multiple nationally renowned financial service providers to offer our
clients unmatched creditor protection and the flexibility to adjust to the changes inherent in both their lives and financial markets. Partnering with multiple institutions and with the ability
to work with and oversee virtually any trustee, we add additional layers of protection and overcome the limitations of any single trust provider with rigid minimums and corporate policies, and
actually help advise as to when a change may be in your best interest without the inconvenience of additional court approval.

Client Financial Counseling

We provide as much or as little direction as needed to create a lifetime of financial security.

We help clients construct a stream of periodic payments that align with their wishes and future income needs. In addition, we work with clients after their settlements are structured to provide
advice and guidance as needed.

Expert Analysis

We have the experience and resources to create a lifetime of financial security without a lifetime of recurring fees.

Through the evaluation of life care plans and consultation with an eye towards the future, we address the expected and account for the unknown. With more than 25 years of combined experience and
hundreds of cases, we can address client needs, meet goals and simplify the entire process.

Industry Best Practices

Specifically licensed with annual education and ethics requirements.

Our team works closely with the top structured settlement providers to ensure a partnership that is beneficial for each and every client. We work with attorneys to ensure they understand the
specifics of a structured settlement and guide attorneys and clients through the process according to strict federal and state guidelines.

Byrd Settlements Inc. offers Professional Trust Protector services, which allow for the removal and replacement of a trustee/financial adviser over the life of a
trust without petitioning the court. As a 2012 Forbes
article put it, “The [Trust] Protector is so useful, and it has become so commonplace, that the concept should almost always be discussed between planners
and those looking to form trusts.”

Evans and Byrd Settlements can help determine whether a structure, a trust, a combination or neither is appropriate
and can act as the primary point of contact during selection and coordination of the trustee, trust attorney and financial adviser (in combination with a Trustee or in a stand-alone
capacity) while finalizing the settlement documents.

Byrd Settlements can recommend at least 3 trusted options of both trustee and financial adviser, achieving the best fit for the client by making the choice truly their own, at
no additional cost. Any combination of these 6+ expert service providers, plus trust protector services should yield savings of approximately 25% +
or $5,500 plus interest per million dollars, per year. However, there is no minimum case size, so your clients’ best interests are not subject to artificial corporate
thresholds.

We provide a full spectrum of expert settlement management options on any case. This sets us apart from the less flexible traditional models.